When it comes to Tesla’s delivery delays, almost everyone is talking about the Model 3, but today the Model S and Model X delivery delays are more interesting.

Tesla increased the delivery wait times for new orders of both vehicles – claiming that high demand is creating a backlog.

The time between a new Model S or Model X order and delivery has always been fluctuating and it is dependent on the buyer locations.

It can change throughout a quarter as Tesla is changing focus from creating a backlog of new orders or selling inventory vehicles or building batches for other markets, like Europe and Asia, but it has often come down to just a month or two in the US.

Curious. Can't wait until the Tesla "Sales and Revenue Release" for Q1!

That will answer all these questions. Call me cynical, but I would suspect backlog is up for S/X because production is down - either due to working capital issues or to Model-3 related issues. We won't get the real answer until then.

The fact is that the major manufacturers allowed Tesla to test the market. Now they will swoop in and take the market. If I'm spending $100K on an EV paperweight and the brands I have to choose from are Tesla, Porsche, Audi, BMW, and Mercedes, the Tesla is immediately ruled out because it will be inferior engineering.

Then when mainstream brands pummel Tesla at the lower end, Tesla will be even more screwed.

If it was up to current manufacturers, they would still be milking every penny out of the ICE powertrains they invested billions into for the next 20 years. What is happening now in EV investment is completely reactive to Tesla (except for Nissan).

To be clear, this article is about NEW customer orders of Model S and X and doesn't impact people who already ordered, expectations are set up front. There are also some inventory cars that are available now. I think they are gearing up to launch a refreshed interior for the S/X, so that could explain the increased wait times for custom orders.

That being said the Model 3 deliveries have been pushed back several times. Meeting deadlines has not been Tesla's strong suit.

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